The iPhone 16 Pro smartphone maintains its leadership against the background of low sales of standard versions

After the release of the iPhone 16 line, analysts are actively studying the state of the supply chain to determine the level of demand for new devices. According to the latest report by renowned analyst Ming-Chi Kuo, the iPhone 16 Pro and Pro Max models are showing stable and high demand, while the basic iPhone 16 and iPhone 16 Plus are selling less successfully.

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Kuo announced in a post on the X media platform (formerly Twitter) that assembly orders in the supply chain “remain unchanged”; at the moment. Moreover, suppliers have been instructed to continue production of the Pro models even during the Chinese National Day holiday, a significant indicator of sustained demand. Production typically slows during this holiday, so continued assembly suggests demand for the iPhone 16 Pro is "generally in line with expectations".

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Despite the strong demand, Kuo noted a slight decline in orders for some components since mid-November. However, he considers this decline to be “virtually insignificant”, amounting to only 3% to 5%. This reduction mostly applies to the base models of the iPhone 16 and iPhone 16 Plus, for which demand, according to the analyst, is "sluggish" compared to 2023 gadgets.

As for the Pro models, their supply is comparable to the iPhone 15 Pro line at a similar stage after their release. Kuo adds that current delivery times for the Pro models are shorter than last year's versions.

Outlook

Kuo will be watching closely to see how US market demand and supply levels change in late October, coinciding with the release of Apple Intelligence. It is expected that this new Apple feature may influence the further interest of consumers in the company's products.

The continued high demand for iPhone 16 Pro and Pro Max highlights the tendency of consumers to choose more advanced models with enhanced capabilities. At the same time, weak sales of the basic models could be a signal for Apple to review its positioning and marketing strategy for these devices in the future.